PSA migration readiness assessment
Six questions about your data, integrations, team and timeline — scored instantly to show how complex your PSA migration is likely to be and which approach fits.
How this assessment works
- Each answer carries a weight: heavier data, more integrations, less downtime tolerance, bigger teams, more customization and tighter timelines all add complexity.
- Your score is the percentage of the maximum possible complexity.
- Bands: 67%+ straightforward, 34–66% moderate, below 34% complex.
- Indicative only — a real migration plan depends on your specific environment.
Cutover vs tandem sync
A cutover moves everything on a fixed date: simple, but any data or training gap lands on your service desk all at once. A tandem sync runs both PSAs together with bi-directional updates, so technicians can move over gradually while nothing falls out of sync.
Corei's initial sync typically takes 12–36 hours, after which both systems stay aligned. That makes tandem practical even for larger MSPs.
What usually surprises MSPs
The migration itself is rarely the hard part. The surprises come from undocumented workflows, integrations nobody remembers setting up, and historical data that turns out to be messier than expected.
A short discovery pass — listing integrations, exporting a data sample and interviewing two or three technicians — prevents most of them.
Frequently asked questions
How long does a Corei migration take?
The initial data sync typically takes 12–36 hours. How long the full transition takes depends on your team size and how gradually you want to move.
Do we have to switch everything at once?
No. Corei supports a bi-directional tandem workflow, so you can run it alongside your current PSA and migrate in phases.
Is this assessment a quote or commitment?
No. It's an indicative self-assessment. Book a demo to review your actual environment.
Want to talk through your result?
Walk through your situation in a 45–60 minute demo, or join the 3–6 month pilot program.